See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,824 | $175,202-61.3% | $149,673-54.7% | $139,434-51.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 13.66% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $9,317 | $5,474+70.2% | $4,818+93.4% | $4,751+96.1% |
| Participant deferral / active EE | $7,138 | $6,519+9.5% | $5,680+25.7% | $6,710+6.4% |
| Admin fee / account holder | $896 | $16,150-94.5% | $13,210-93.2% | $11,403-92.1% |